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| Provider | Service type | Compensation |
|---|---|---|
LABORERS LOCAL UNION 158 PENSION FD10+ years Service code 14 · EIN 23-6580323 | Plan Administrator | $510,078 |
LOOMIS SAYLES7 years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $329,092 |
CONRAD SIEGEL7 years Filed as: CONRAD SIEGEL ACTUARIES Service code 11 · EIN 23-1669823 | Actuarial | $324,026 |
INVESTMENT PERFORMANCE SERVICES10+ years Service code 16 · EIN 58-1645832 | Consulting | $256,642 |
INDEPENDENT FINANCIAL PARTNERS10+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $194,989 |
Filed as: BOYD WATTERSON ASSET MGMT, LLC Service code 28 · EIN 34-1922005 | Investment Management | $191,549 |
WEDGE CAPITAL MANAGEMENT10+ years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 · EIN 56-1557450 | Investment Management | $149,444 |
Service code 28 · EIN 04-2895544 | Investment Management | $145,834 |
ASB CAPITAL MANAGEMENT10+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $127,874 |
Filed as: BRIDGEWAY BENEFIT TECHNOLOGIES, LLC Service code 15 · EIN 52-1796473 | Recordkeeping | $95,644 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 7.57% | 10.33%-2.8pp | 8.10%-0.5pp | 9.30%-1.7pp |
| Employer contribution / active EE | $9,376 | $14,972-37.4% | $28,649-67.3% | $12,551-25.3% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |